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Dollar General

1,230 hedge funds and large institutions have $42.5B invested in Dollar General in 2023 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 449 increasing their positions, 480 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,230
Holders Change
-37
Holders Change %
-2.92%
% of All Funds
19.69%
Holding in Top 10
26
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-27.78%
% of All Funds
0.42%
New
137
Increased
449
Reduced
480
Closed
151
Calls
$569M
Puts
$472M
Net Calls
+$96.9M
Net Calls Change
+$370M
Name Holding Trade Value Shares
Change
Shares
Change %
GT
726
Glenview Trust
Kentucky
$682K -$21K -100 -3%
4WM
727
44 Wealth Management
Oregon
$679K +$287K +1,365 +73%
VFA
728
Valeo Financial Advisors
Indiana
$676K +$329K +1,562 +95%
SIA
729
Schechter Investment Advisors
Michigan
$676K -$284K -1,348 -30%
PWMG
730
Prestige Wealth Management Group
New Jersey
$672K -$193K -919 -22%
PFG
731
PAX Financial Group
Texas
$669K +$24.4K +116 +4%
TW
732
TrinityPoint Wealth
Connecticut
$669K +$3.58K +17 +0.5%
BC
733
Bridgefront Capital
Texas
$668K +$668K +3,174 New
LCM
734
Legato Capital Management
California
$668K +$199K +947 +43%
KI
735
Kula Investments
Illinois
$663K +$663K +3,152 New
PP
736
Patten & Patten
Tennessee
$657K +$210 +1 +0%
IFWM
737
Institute for Wealth Management
Colorado
$655K -$10.3K -49 -2%
PI
738
PFG Investments
New York
$655K +$655K +3,111 New
CQS
739
Credential Qtrade Securities
$653K -$4.21K -20 -0.6%
CCG
740
Ceeto Capital Group
Florida
$652K +$15.8K +75 +2%
XSC
741
X-Square Capital
Puerto Rico
$645K -$40K -190 -6%
CAG
742
Csenge Advisory Group
Florida
$645K -$193K -918 -23%
PA
743
Profund Advisors
Maryland
$635K -$50.5K -240 -7%
EFMC
744
Empire Financial Management Company
New York
$635K +$635K +3,018 New
SICM
745
Sustainable Insight Capital Management
New York
$635K +$635K +3,015 New
DG
746
DMC Group
Alabama
$632K +$57.2K +270 +10%
OWA
747
Octavia Wealth Advisors
Ohio
$625K -$1.89K -9 -0.3%
WFC
748
Western Financial Corp
California
$624K +$39.8K +189 +7%
LB
749
Legacy Bridge
Iowa
$622K -$3.16K -15 -0.5%
IIA
750
ICW Investment Advisors
Arizona
$619K +$50.9K +242 +9%